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State Street SPDR S&P Health Care Equipment ETF

92 hedge funds and large institutions have $323M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 8892 (+4)

1.75% more ownership

Funds ownership: 55%56.76% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

4% less capital invested

Capital invested by funds: $337M → $323M (-$13.4M)

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
31
Closed
8
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Advisornet Financial
Minnesota
$78K
AIC
77
Ayalon Insurance Company
Israel
$61K
IA
78
IFP Advisors
Florida
$44K +$48K +597 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$42K +$14.9K +185 +53%
MWP
80
MYCIO Wealth Partners
Pennsylvania
$39K
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$26.9K +334 New
PCM
82
Princeton Capital Management
New Jersey
$23K
LFG
83
LifePlan Financial Group
Ohio
$15K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$14K
JCM
85
Jacobi Capital Management
Pennsylvania
$13K
CHC
86
City Holding Co
West Virginia
$12K
GWA
87
Guidant Wealth Advisors
Illinois
$12K
MIFH
88
Migdal Insurance & Financial Holdings
Israel
$9K
GWM
89
Geneos Wealth Management
Colorado
$8K
APA
90
American Portfolios Advisors
New York
$5.86K -$44.6K -555 -88%
SPIA
91
Steward Partners Investment Advisory
New York
$5K
SWP
92
Strategic Wealth Partners
Ohio
$4
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
-$578K -7,148 Closed
MC
94
Mathes Company
New York
-$303K -3,700 Closed
MFG
95
MidWestOne Financial Group
Iowa
-$289K -3,536 Closed
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
-$213K -2,604 Closed
GVAG
97
Great Valley Advisor Group
Delaware
-$205K -2,503 Closed
Simplex Trading
98
Simplex Trading
Illinois
-$8K -104 Closed
TA
99
TCG Advisors
Texas
-$8K -104 Closed

XHE Hedge Fund Activity: Q3 2019 in Review

92 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2019, worth a combined $323M — down 4% from $337M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XHE positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.61M. The largest seller was AE Wealth Management, cutting an estimated $3.6M.

  • 92 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2019, up from 88 in Q2 2019.
  • Funds reported $323M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2019, down 4% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2019 and 8 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2019 was Morgan Stanley, an estimated $6.61M added.
  • The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2019 was AE Wealth Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2019.